See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,412 | $138,065+3.1% | $123,544+15.3% | $135,375+5.2% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -5.93% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,287 | $6,799-7.5% | $6,426-2.2% | $5,609+12.1% |
| Admin fee / account holder | $8,098 | $10,916-25.8% | $9,284-12.8% | $10,827-25.2% |